Ifa Administrator
5 months ago
**IFA ADMINISTRATOR - PENSIONS & INVESTMENTS**
**LOCATION: Oldbury**
**SALARY: AROUND 33,000**
**BENEFITS**:
In addition to excellent career progression - with fantastic opportunities for promotion - training and support, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Our Client, a National firm of Independent Financial Planners are currently looking to recruit an experienced Administrator to join their successful and expanding Pensions & Investments team, on a full-time, permanent basis. This is a hybrid role; the successful applicant will be expected to regularly work from the office in Oldbury - probably on a 3 day office, 2 day home basis.
THE ROLE
- Work closely with the consultants to support and ensure clients' needs are met, this may include attending client meetings with the consultant(s)
- Maintain strong relationships with clients
- Manage all aspects of client affairs in a prompt and efficient manner
- Plan, organise and prioritise workload to maintain agreed service standards
- Create client valuations and illustrations
- Liaise with Providers
- Develop and maintain good working relations with internal and external contacts
NJR 14192
**Salary**: £28,000.00-£35,000.00 per year
**Benefits**:
- Company pension
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: 14192
-
Ifa Administrator
5 months ago
Leatherhead, United Kingdom NJR Recruitment Full time**IFA ADMINISTRATOR - PENSIONS & INVESTMENTS** **LOCATION: Leatherhead** **SALARY: AROUND £26,500 - £32,000** **BENEFITS**: In addition to excellent career progression - with fantastic opportunities for promotion - training and support, you will also have the exciting opportunity to take part in charity fundraising events and other social...
-
Financial Planning Administrator
4 weeks ago
Leatherhead, Surrey, United Kingdom Blakemore Recruitment Full timePart-Time IFA Administrator Job DescriptionWe are currently recruiting for a Financial Planning practice based in Bookham, Surrey who are looking to recruit a Part-Time IFA Administrator to join their team. The successful candidate will work 28 hours a week, spread across 3 days.Key Responsibilities:Liaise with clients to obtain personal information, NI...
-
Financial Planning Administrator
4 weeks ago
Leatherhead, Surrey, United Kingdom Blakemore Recruitment Full timePart-Time IFA Administrator Job DescriptionWe are currently recruiting for a Financial Planning practice based in Bookham, Surrey who are looking to recruit a Part-Time IFA Administrator to join their team. The successful candidate will work 28 hours a week, spread across 3 days.Key Responsibilities:Liaise with clients to obtain personal information, NI...
-
Financial Administrator
4 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeJoin Our Team as a Client-Facing Financial Administrator/Trainee ParaplannerWe are seeking a highly motivated and organized individual to join our team as a Client-Facing Financial Administrator/Trainee Paraplanner. As a key member of our team, you will be responsible for providing exceptional client service and support to our Chartered Financial...
-
Financial Administrator
4 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeJoin Our Team as a Client-Facing Financial Administrator/Trainee ParaplannerWe are seeking a highly motivated and organized individual to join our team as a Client-Facing Financial Administrator/Trainee Paraplanner. As a key member of our team, you will be responsible for providing exceptional client service and support to our Chartered Financial...
-
Paraplanner
3 days ago
Leatherhead, United Kingdom Financial Divisions Full timeJob Description Client facing IFA Administrator/Junior Paraplanner £30k - £38k + benefits package Boutique Chartered IFA firm - Leatherhead/Epsom (Surrey) My client are a Chartered independent wealth planning firm in Epsom Leatherhead who I have placed 2 staff with. They offer whole of market financial advice to HNW retirees, accumulators, local...
-
Paraplanner
4 weeks ago
Leatherhead, United Kingdom Financial Divisions Full timeClient facing IFA Administrator/Junior Paraplanner £30k - £38k + benefits package Boutique Chartered IFA firm - Leatherhead/Epsom (Surrey)My client are a Chartered independent wealth planning firm in Epsom Leatherhead who I have placed 2 staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners...
-
Graduate Financial Administrator
3 weeks ago
Leatherhead, United Kingdom Financial Divisions Full timeGraduate Financial AdministratorWealth Management Firm working with HNW & UHNW clients Full training and study support£24k - £26k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW...
-
Financial Planner Position
4 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeFinancial Planner VacancyBoutique Chartered IFA firm seeks a skilled Financial Planner to manage a portion of their existing book of business.This servicing role is ideal for a candidate with a background in independent wealth planning and experience working with complex HNW cases.The successful candidate will have the opportunity to work with a dedicated...
-
Financial Planner Position
4 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeFinancial Planner VacancyBoutique Chartered IFA firm seeks a skilled Financial Planner to manage a portion of their existing book of business.This servicing role is ideal for a candidate with a background in independent wealth planning and experience working with complex HNW cases.The successful candidate will have the opportunity to work with a dedicated...
-
Financial Planning Specialist
4 weeks ago
Leatherhead, Surrey, United Kingdom Premier Jobs UK Limited Full timeFinancial Adviser OpportunityThis is an exciting opportunity to join a growing IFA firm as they continue to expand their services through strategic acquisitions. As a Financial Adviser, you will play a key role in onboarding and retaining acquired clients, while also identifying new business opportunities.The firm has recently undergone new management and is...
-
Financial Planning Specialist
4 weeks ago
Leatherhead, Surrey, United Kingdom Premier Jobs UK Limited Full timeFinancial Adviser OpportunityThis is an exciting opportunity to join a growing IFA firm as they continue to expand their services through strategic acquisitions. As a Financial Adviser, you will play a key role in onboarding and retaining acquired clients, while also identifying new business opportunities.The firm has recently undergone new management and is...
-
Financial Planner
4 weeks ago
Leatherhead, United Kingdom Financial Divisions Full timeFinancial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....
-
Financial Planner
4 weeks ago
Leatherhead, United Kingdom Financial Divisions Full timeFinancial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....
-
Financial Planner
1 day ago
Leatherhead, United Kingdom Financial Divisions Full timeFinancial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....
-
Financial Planner
2 days ago
Leatherhead, United Kingdom Financial Divisions Full timeFinancial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....
-
Financial Planner
3 days ago
Leatherhead, United Kingdom Financial Divisions Full timeJob Description Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per case Manage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met...
-
Financial Planner
4 weeks ago
Leatherhead, UK, Surrey, United Kingdom Financial Divisions Full timeFinancial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....
-
Financial Planner
3 days ago
Leatherhead, UK, Surrey, United Kingdom Financial Divisions Full timeFinancial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....